Skylands Capital as of March 31, 2013
Portfolio Holdings for Skylands Capital
Skylands Capital holds 207 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 9.5 | $76M | 530k | 142.41 | |
| Crown Castle International | 8.1 | $64M | 925k | 69.64 | |
| Ryder System (R) | 3.4 | $27M | 456k | 59.75 | |
| Norfolk Southern (NSC) | 3.4 | $27M | 347k | 77.08 | |
| Apple (AAPL) | 2.6 | $20M | 46k | 442.65 | |
| Covidien | 2.5 | $20M | 287k | 67.84 | |
| Spdr S&p 500 Etf (SPY) | 2.4 | $19M | 122k | 156.67 | |
| Hewlett-Packard Company | 2.2 | $18M | 745k | 23.84 | |
| Libbey | 2.2 | $17M | 891k | 19.33 | |
| American Tower Reit (AMT) | 1.9 | $15M | 201k | 76.92 | |
| Tile Shop Hldgs (TTSH) | 1.7 | $13M | 631k | 21.01 | |
| ON Semiconductor (ON) | 1.6 | $13M | 1.6M | 8.27 | |
| Rent-A-Center (UPBD) | 1.4 | $12M | 311k | 36.94 | |
| EMC Corporation | 1.4 | $11M | 459k | 23.89 | |
| CSX Corporation (CSX) | 1.3 | $10M | 424k | 24.63 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $9.8M | 206k | 47.46 | |
| Schweitzer-Mauduit International (MATV) | 1.2 | $9.7M | 251k | 38.73 | |
| Visa (V) | 1.2 | $9.7M | 57k | 169.84 | |
| Kennedy-Wilson Holdings (KW) | 1.2 | $9.6M | 622k | 15.51 | |
| TransDigm Group Incorporated (TDG) | 1.2 | $9.5M | 62k | 152.91 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $9.0M | 114k | 78.37 | |
| Lufkin Industries | 1.1 | $8.9M | 135k | 66.39 | |
| ITT Educational Services (ESINQ) | 1.1 | $8.5M | 620k | 13.78 | |
| GATX Corporation (GATX) | 1.0 | $8.2M | 157k | 51.97 | |
| Halliburton Company (HAL) | 1.0 | $7.9M | 195k | 40.41 | |
| Sensata Technologies Hldg Bv | 1.0 | $7.9M | 240k | 32.87 | |
| Owens Corning (OC) | 0.9 | $7.6M | 192k | 39.43 | |
| VeriFone Systems | 0.9 | $7.4M | 358k | 20.68 | |
| EnerSys (ENS) | 0.9 | $7.1M | 157k | 45.58 | |
| National-Oilwell Var | 0.9 | $6.9M | 98k | 70.75 | |
| Core-Mark Holding Company | 0.8 | $6.6M | 128k | 51.31 | |
| Arrow Electronics (ARW) | 0.8 | $6.5M | 160k | 40.62 | |
| Avnet (AVT) | 0.8 | $6.5M | 178k | 36.20 | |
| Rock-Tenn Company | 0.8 | $6.2M | 67k | 92.78 | |
| Ingram Micro | 0.8 | $6.0M | 306k | 19.68 | |
| Mrc Global Inc cmn (MRC) | 0.7 | $5.9M | 180k | 32.93 | |
| Cisco Systems (CSCO) | 0.7 | $5.8M | 278k | 20.89 | |
| Praxair | 0.7 | $5.5M | 49k | 111.55 | |
| AFC Enterprises | 0.7 | $5.5M | 152k | 36.33 | |
| Whiting Petroleum Corporation | 0.7 | $5.4M | 106k | 50.84 | |
| stock | 0.6 | $5.1M | 348k | 14.68 | |
| Pinnacle Entertainment | 0.6 | $5.0M | 343k | 14.62 | |
| Denny's Corporation (DENN) | 0.6 | $5.0M | 859k | 5.77 | |
| Teradata Corporation (TDC) | 0.6 | $4.8M | 82k | 58.52 | |
| Flotek Industries | 0.6 | $4.5M | 278k | 16.35 | |
| Famous Dave's of America | 0.6 | $4.4M | 404k | 10.86 | |
| Beacon Roofing Supply (BECN) | 0.5 | $4.1M | 107k | 38.66 | |
| Ecolab (ECL) | 0.5 | $3.9M | 48k | 80.19 | |
| Panera Bread Company | 0.5 | $3.8M | 23k | 165.25 | |
| Nuance Communications | 0.5 | $3.7M | 184k | 20.18 | |
| Northwest Pipe Company (NWPX) | 0.5 | $3.7M | 134k | 27.98 | |
| Darling International (DAR) | 0.5 | $3.6M | 201k | 17.96 | |
| Consolidated Graphics | 0.5 | $3.5M | 91k | 39.10 | |
| Apache Corporation | 0.4 | $3.5M | 45k | 77.16 | |
| Casella Waste Systems (CWST) | 0.4 | $3.5M | 803k | 4.37 | |
| Corning Incorporated (GLW) | 0.4 | $3.4M | 256k | 13.33 | |
| Carmike Cinemas | 0.4 | $3.4M | 187k | 18.12 | |
| Trimas Corporation (TRS) | 0.4 | $3.4M | 104k | 32.47 | |
| Newmont Mining Corporation (NEM) | 0.4 | $3.3M | 79k | 41.88 | |
| Greenbrier Companies (GBX) | 0.4 | $3.4M | 148k | 22.71 | |
| General Motors Company (GM) | 0.4 | $3.2M | 117k | 27.82 | |
| Ford Motor | 0.4 | $3.2M | 245k | 13.15 | |
| Jarden Corporation | 0.4 | $3.1M | 73k | 42.85 | |
| Triumph (TGI) | 0.4 | $3.1M | 39k | 78.50 | |
| Bed Bath & Beyond | 0.4 | $3.0M | 47k | 64.42 | |
| Cogent Communications (CCOI) | 0.4 | $3.0M | 112k | 26.40 | |
| Rockwood Holdings | 0.4 | $2.9M | 45k | 65.44 | |
| Iridium Communications (IRDM) | 0.3 | $2.8M | 467k | 6.03 | |
| Nordson Corporation (NDSN) | 0.3 | $2.8M | 42k | 65.95 | |
| Deere & Company (DE) | 0.3 | $2.7M | 32k | 85.98 | |
| Graham Corporation (GHM) | 0.3 | $2.7M | 110k | 24.74 | |
| CVS Caremark Corporation (CVS) | 0.3 | $2.6M | 48k | 54.99 | |
| International Business Machines (IBM) | 0.3 | $2.6M | 12k | 213.28 | |
| Capitol Federal Financial (CFFN) | 0.3 | $2.6M | 219k | 12.07 | |
| Gse Holding | 0.3 | $2.6M | 316k | 8.26 | |
| BlackRock (BLK) | 0.3 | $2.6M | 10k | 256.90 | |
| Jos. A. Bank Clothiers | 0.3 | $2.5M | 62k | 39.89 | |
| Eaton (ETN) | 0.3 | $2.4M | 40k | 61.26 | |
| PNC Financial Services (PNC) | 0.3 | $2.4M | 36k | 66.50 | |
| Brunswick Corporation (BC) | 0.3 | $2.4M | 70k | 34.21 | |
| Raymond James Financial (RJF) | 0.3 | $2.4M | 52k | 46.10 | |
| Crown Holdings (CCK) | 0.3 | $2.3M | 55k | 41.62 | |
| Aar (AIR) | 0.3 | $2.3M | 127k | 18.39 | |
| Intel Corporation (INTC) | 0.3 | $2.3M | 103k | 21.84 | |
| A.M. Castle & Co. | 0.3 | $2.2M | 127k | 17.50 | |
| Cameron International Corporation | 0.3 | $2.2M | 34k | 65.20 | |
| Bankunited (BKU) | 0.3 | $2.2M | 87k | 25.63 | |
| Kaman Corporation | 0.3 | $2.1M | 59k | 35.46 | |
| OMNOVA Solutions | 0.2 | $2.0M | 263k | 7.67 | |
| Dollar General Corp | 0.2 | $2.0M | 40k | 50.58 | |
| Central Garden & Pet (CENT) | 0.2 | $2.0M | 227k | 8.62 | |
| Gsi | 0.2 | $2.0M | 238k | 8.53 | |
| FMC Corporation (FMC) | 0.2 | $1.8M | 32k | 57.02 | |
| Columbia Banking System (COLB) | 0.2 | $1.8M | 83k | 21.99 | |
| AtriCure (ATRC) | 0.2 | $1.8M | 227k | 7.92 | |
| DaVita (DVA) | 0.2 | $1.7M | 15k | 118.56 | |
| Denbury Resources | 0.2 | $1.7M | 93k | 18.65 | |
| Microchip Technology (MCHP) | 0.2 | $1.7M | 46k | 36.78 | |
| Alexander & Baldwin | 0.2 | $1.7M | 48k | 35.74 | |
| Industries N shs - a - (LYB) | 0.2 | $1.7M | 27k | 63.28 | |
| Williams Companies (WMB) | 0.2 | $1.6M | 43k | 37.45 | |
| American Software (AMSWA) | 0.2 | $1.6M | 187k | 8.32 | |
| Team | 0.2 | $1.6M | 40k | 41.07 | |
| McDermott International | 0.2 | $1.6M | 143k | 10.99 | |
| Noble Corp | 0.2 | $1.6M | 42k | 38.15 | |
| Materion Corporation (MTRN) | 0.2 | $1.6M | 56k | 28.50 | |
| Barrick Gold Corp (GOLD) | 0.2 | $1.5M | 52k | 29.40 | |
| FARO Technologies (FARO) | 0.2 | $1.5M | 36k | 43.40 | |
| Foster Wheeler | 0.2 | $1.5M | 65k | 22.85 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $1.4M | 34k | 41.96 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $1.5M | 44k | 33.10 | |
| United Rentals (URI) | 0.2 | $1.3M | 24k | 54.96 | |
| W.W. Grainger (GWW) | 0.2 | $1.2M | 5.5k | 224.98 | |
| ACCO Brands Corporation (ACCO) | 0.2 | $1.2M | 186k | 6.68 | |
| IBERIABANK Corporation | 0.2 | $1.3M | 26k | 50.04 | |
| Jth Holding-cl A | 0.2 | $1.3M | 80k | 15.78 | |
| Cummins (CMI) | 0.1 | $1.2M | 10k | 115.79 | |
| Bank of the Ozarks | 0.1 | $1.2M | 26k | 44.33 | |
| Asbury Automotive (ABG) | 0.1 | $1.2M | 32k | 36.70 | |
| Market Vectors Gold Miners ETF | 0.1 | $1.2M | 31k | 37.86 | |
| IntraLinks Holdings | 0.1 | $1.1M | 181k | 6.36 | |
| Fortinet (FTNT) | 0.1 | $1.1M | 47k | 23.69 | |
| Interxion Holding | 0.1 | $1.1M | 45k | 24.22 | |
| M&T Bank Corporation (MTB) | 0.1 | $1.0M | 10k | 103.20 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $1.0M | 19k | 54.17 | |
| Timken Company (TKR) | 0.1 | $1.0M | 18k | 56.58 | |
| GrafTech International | 0.1 | $1.1M | 139k | 7.68 | |
| Chart Industries (GTLS) | 0.1 | $996k | 13k | 80.00 | |
| S.Y. Ban | 0.1 | $1.0M | 46k | 22.51 | |
| Assurant (AIZ) | 0.1 | $947k | 21k | 44.99 | |
| Home BancShares (HOMB) | 0.1 | $953k | 25k | 37.67 | |
| A.T. Cross Company | 0.1 | $935k | 68k | 13.77 | |
| RigNet | 0.1 | $975k | 39k | 24.94 | |
| FutureFuel (FF) | 0.1 | $957k | 79k | 12.14 | |
| Global Eagle Acquisition Cor | 0.1 | $944k | 96k | 9.80 | |
| Chefs Whse (CHEF) | 0.1 | $968k | 52k | 18.47 | |
| McDonald's Corporation (MCD) | 0.1 | $882k | 8.9k | 99.66 | |
| Innophos Holdings | 0.1 | $865k | 16k | 54.57 | |
| Acxiom Corporation | 0.1 | $808k | 40k | 20.40 | |
| Continental Resources | 0.1 | $806k | 9.3k | 86.90 | |
| KBR (KBR) | 0.1 | $764k | 24k | 32.10 | |
| Wabtec Corporation (WAB) | 0.1 | $796k | 7.8k | 102.05 | |
| Noble Energy | 0.1 | $752k | 6.5k | 115.69 | |
| Associated Banc- (ASB) | 0.1 | $746k | 49k | 15.19 | |
| Merit Medical Systems (MMSI) | 0.1 | $716k | 58k | 12.26 | |
| Rand Logistics | 0.1 | $684k | 112k | 6.12 | |
| Crumbs Bake Shop | 0.1 | $684k | 238k | 2.87 | |
| Caterpillar (CAT) | 0.1 | $604k | 7.0k | 86.91 | |
| Core Laboratories | 0.1 | $662k | 4.8k | 137.92 | |
| Titan International (TWI) | 0.1 | $611k | 29k | 21.07 | |
| Littelfuse (LFUS) | 0.1 | $659k | 9.7k | 67.88 | |
| Marcus Corporation (MCS) | 0.1 | $647k | 52k | 12.49 | |
| Olympic Steel (ZEUS) | 0.1 | $643k | 27k | 23.90 | |
| Rentech | 0.1 | $608k | 259k | 2.35 | |
| Vishay Precision (VPG) | 0.1 | $653k | 44k | 14.70 | |
| Alliance Data Systems Corporation (BFH) | 0.1 | $554k | 3.4k | 161.75 | |
| Quad/Graphics (QUAD) | 0.1 | $535k | 22k | 23.94 | |
| Triangle Petroleum Corporation csus | 0.1 | $578k | 88k | 6.61 | |
| Tangoe | 0.1 | $556k | 45k | 12.38 | |
| SPDR Gold Trust (GLD) | 0.1 | $485k | 3.1k | 154.46 | |
| Titan Machinery (TITN) | 0.1 | $497k | 18k | 27.77 | |
| Global Power Equipment Grp I | 0.1 | $509k | 29k | 17.61 | |
| Northern Technologies International (NTIC) | 0.1 | $516k | 39k | 13.41 | |
| Sharps Compliance | 0.1 | $500k | 187k | 2.68 | |
| Brightcove (BCOV) | 0.1 | $466k | 75k | 6.21 | |
| Fleetmatics | 0.1 | $480k | 20k | 24.24 | |
| CONSOL Energy | 0.1 | $424k | 13k | 33.65 | |
| Newport Corporation | 0.1 | $426k | 25k | 16.90 | |
| Matrix Service Company (MTRX) | 0.1 | $359k | 24k | 14.90 | |
| Astronics Corporation (ATRO) | 0.1 | $373k | 13k | 29.84 | |
| Lawson Products (DSGR) | 0.1 | $359k | 20k | 17.60 | |
| CTPartners Executive Search (CTPR) | 0.1 | $414k | 110k | 3.77 | |
| Genomed Inc Com Stk | 0.1 | $387k | 26k | 14.67 | |
| Saratoga Res Inc Tex | 0.1 | $384k | 145k | 2.66 | |
| Devon Energy Corporation (DVN) | 0.0 | $287k | 5.1k | 56.51 | |
| Anadarko Petroleum Corporation | 0.0 | $302k | 3.5k | 87.54 | |
| Cinemark Holdings (CNK) | 0.0 | $318k | 11k | 29.44 | |
| True Religion Apparel | 0.0 | $285k | 11k | 26.15 | |
| NN (NNBR) | 0.0 | $309k | 33k | 9.45 | |
| PowerSecure International | 0.0 | $353k | 28k | 12.70 | |
| Multi-Color Corporation | 0.0 | $322k | 13k | 25.76 | |
| Gentherm (THRM) | 0.0 | $318k | 19k | 16.39 | |
| Cenovus Energy (CVE) | 0.0 | $239k | 7.7k | 31.04 | |
| Dresser-Rand | 0.0 | $277k | 4.5k | 61.56 | |
| MasterCard Incorporated (MA) | 0.0 | $149k | 275.00 | 541.82 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $133k | 1.5k | 91.72 | |
| Exone | 0.0 | $168k | 5.0k | 33.60 | |
| Diamond Offshore Drilling | 0.0 | $115k | 1.7k | 69.70 | |
| 3M Company (MMM) | 0.0 | $85k | 800.00 | 106.25 | |
| Regal Entertainment | 0.0 | $98k | 5.9k | 16.61 | |
| Oshkosh Corporation (OSK) | 0.0 | $47k | 1.1k | 42.73 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $90k | 1.3k | 69.23 | |
| MidSouth Ban | 0.0 | $113k | 6.9k | 16.33 | |
| U.S. Bancorp (USB) | 0.0 | $34k | 1.0k | 34.00 | |
| Range Resources (RRC) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Harley-Davidson (HOG) | 0.0 | $37k | 700.00 | 52.86 | |
| Stryker Corporation (SYK) | 0.0 | $33k | 500.00 | 66.00 | |
| Target Corporation (TGT) | 0.0 | $27k | 400.00 | 67.50 | |
| Pool Corporation (POOL) | 0.0 | $20k | 414.00 | 48.31 | |
| Zimmer Holdings (ZBH) | 0.0 | $23k | 300.00 | 76.67 | |
| SBA Communications Corporation | 0.0 | $29k | 400.00 | 72.50 | |
| Horsehead Holding | 0.0 | $6.0k | 509.00 | 11.79 | |
| PolyOne Corporation | 0.0 | $2.0k | 100.00 | 20.00 | |
| Acuity Brands (AYI) | 0.0 | $17k | 250.00 | 68.00 | |
| Royal Gold (RGLD) | 0.0 | $4.0k | 50.00 | 80.00 | |
| Ametek (AME) | 0.0 | $19k | 450.00 | 42.22 | |
| EQUITABLE RES Inc Com Stk | 0.0 | $3.0k | 50.00 | 60.00 |
